See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,126 | $92,703-24.4% | $82,719-15.2% | $134,475-47.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.82% | 944.92%-954.7pp | 701.18%-711.0pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,597 | $3,274-51.2% | $3,009-46.9% | $4,740-66.3% |
| Participant deferral / active EE | $3,933 | $4,802-18.1% | $4,395-10.5% | $6,400-38.6% |
| Admin fee / account holder | $54,651 | $5,983+813.5% | $5,329+925.6% | $11,426+378.3% |